Apply task packages in order to apply the contained task templates to an onboarding process.

  • You can apply any number of task packages to an onboarding process.
  • When applying the same task package to an onboarding process multiple times, the task templates contained in that task package are applied multiple times as well.

Proceed as follows:

  1. Press the menu item Onboardings. The Dashboard page is displayed.
  2. Press on an existing onboarding process. The Onboarding page is displayed.
  3. Activate the Tasks tab.
  4. Press the Apply Task Package button. A modal dialog with the same name is opened.
  5. Select a task package.
  6. Press the Apply button to save all changes. The Apply Task Package modal dialog is closed. The task templates are applied to the onboarding process and displayed in the Taskstab.
    • If no or not all tasks are displayed in the Tasks tab, check the activated filters.